A complete list of active advisors currently associated with Kelmar Capital Management, LLC
Warmer can help you find a great advisor at Kelmar Capital Management, LLC or one who fits your needs even better.
Kelmar Capital Management serves high‑net‑worth individuals and family groups—generally clients with net worth above $5 million—and offers independent investment advisory and portfolio management with an emphasis on personalized, tax‑aware planning. The firm operates as a boutique, state‑registered adviser and generally manages client accounts on a discretionary basis for a very small number of family clients. The firm follows a conservative, value‑oriented approach driven by fundamental analysis, concentrating portfolios in mid‑ to large‑cap equities (typically market caps over $1 billion) and using federal, corporate, and municipal fixed income to meet income needs and provide portfolio ballast. To supplement income, covered call writing is used in most portfolios (and selling puts occasionally), while the firm disclaims use of naked calls and permits client‑imposed restrictions or non‑discretionary arrangements when requested. Distinctive features include a very small client base and explicit policies intended to limit conflicts of interest: the adviser is compensated solely by clients and does not accept commissions, soft‑dollar benefits, or participate in wrap programs. The principal holds a CFA charter and has prior private wealth management experience at a major firm, and the adviser emphasizes long‑term holding periods and tax considerations in portfolio construction for high‑net‑worth family clients.
To learn more about the advisors currently working at Kelmar Capital Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Pasadena, CA
| 25
|
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